Grassi & Co., CPAS, P.C.
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does Grassi & Co., CPAS, P.C. audit?
Grassi & Co., CPAS, P.C. was the independent auditor for 119 retirement plan filings in plan year 2024, with clients in 11 states and territories — the #95 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 11-3266576 |
| Retirement plan audits (401(k), 403(b), pension) | 119 |
| All audited filings (incl. welfare plans) | 119 |
| States and territories with clients | 11 |
| National rank by retirement plan volume | #95 of 3,956 |
| National rank, all audited filings (league-table basis) | #101 of 4,052 |
| Average client size (participants) | 642 |
| Largest client (participants) | 5,089 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Grassi & Co., CPAS, P.C. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New York | 91 | 76.5% |
| New Jersey | 14 | 11.8% |
| Massachusetts | 4 | 3.4% |
| Florida | 2 | 1.7% |
| Pennsylvania | 2 | 1.7% |
| Alabama | 1 | 0.8% |
| California | 1 | 0.8% |
| Missouri | 1 | 0.8% |
| Texas | 1 | 0.8% |
| Utah | 1 | 0.8% |
| Washington | 1 | 0.8% |
Largest concentration: New York (91 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Grassi & Co., CPAS, P.C. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 117 | 98.3% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 1.7% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by Grassi & Co., CPAS, P.C.
| Plan sponsor | State | Participants |
|---|---|---|
| Board of Trustees Elevator Division Retirement Plan | NY | 5,089 |
| STV Group, Inc. | PA | 4,639 |
| Kaseya US, LLC | FL | 3,677 |
| Med-Metrix LLC | NJ | 2,258 |
| Institute for Community Living, Inc. | NY | 2,250 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Grassi & Co., CPAS, P.C. (EIN 11-3266576) is named as the plan’s independent qualified public accountant. Grassi & Co., CPAS, P.C. did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.